Gregory Klar, CFP®

Wealth Advisor

Designations and Licenses

Gregory is a CERTIFIED FINANCIAL PLANNER™ professional and holds a health and life insurance producer license.

Experience and Education

Gregory works with clients to develop personalized wealth management solutions to help them achieve their short-term and long-term goals.

Prior to joining Mariner, Gregory was a wealth management advisor for TIAA.

Gregory holds a bachelor’s degree in finance and economics from the University of Hartford and an MBA from Fordham University.

Away from the office, Gregory enjoys spending time with his wife and three children, biking, playing golf and following his favorite local sports teams.

Gregory’s Office

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